Focus Partners Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Focus Partners Wealth’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.07M	Buy	66,473 +909	+1%	+$55.5K	﹤0.01%	1050
2026 Q1	$3.58M	Sell	65,564 -3,072	-4%	-$176K	﹤0.01%	1065
2025 Q4	$4.07M	Buy	68,636 +6,107	+10%	+$359K	﹤0.01%	1023
2025 Q3	$3.6M	Sell	62,529 -2,878	-4%	-$157K	0.01%	851
2025 Q2	$3.41M	Sell	65,407 -111,195	-63%	-$5.29M	0.01%	781
2025 Q1	$8.13M	Sell	176,602 -3,112	-2%	-$154K	0.02%	512
2024 Q4	$8.98M	Buy	179,714 +109,787	+157%	+$5.4M	0.02%	487
2024 Q3	$2.6M	Sell	69,927 -58,349	-45%	-$2.68M	0.01%	716
2024 Q2	$5.87M	Buy	+128,276	New	+$5.51M	0.02%	472

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth's XLG Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.4% in Q2 2026, buying an estimated $55.5K and bringing the position to 66,473 shares worth $4.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Focus Partners Wealth first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.98M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Focus Partners Wealth held 66,473 shares of Invesco S&P 500 Top 50 ETF worth $4.07M as of Q2 2026.
Focus Partners Wealth bought 909 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $55.5K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1050 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Invesco S&P 500 Top 50 ETF position peaked at $8.98M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.